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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,890 | $176,105-76.8% | $159,474-74.4% | $167,536-75.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.87% | 331.91%-313.0pp | 263.68%-244.8pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,995 | $5,299-62.4% | $4,831-58.7% | $4,839-58.8% |
| Participant deferral / active EE | $6,378 | $7,751-17.7% | $7,353-13.3% | $6,342+0.6% |
| Admin fee / account holder | $639 | $12,559-94.9% | $10,802-94.1% | $12,315-94.8% |